Build Your Future

In this brief video we discuss how we run a successful life insurance agency and help agents across the country have massive success, get control of their time and earn what they are worth.

2020 Agent Lead Bonus Earned = $85,252

ABOUT

The Schwartz Agency is a premier partner of Equis Financial. Founded by Jon Schwartz, the Schwartz Agency was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a profitable career. The Schwartz Agency brings the industry's best carriers, products, support and leads to our agents so they can provide the protection the families we serve so desperately need. If you are interested in working with us, please watch the video above.

WHAT WILL

I BE DOING?

HOW DO I BECOME A CEO?

WHERE DO I FIND CLIENTS?

WHAT IS MY

INCOME

POTENTIAL?

 

MISSION STATEMENT

To attract and retain the highest quality agents and to enable our agents
to achieve their goals by providing superior systems, training and support.

MANAGEMENT TEAM

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Jon Schwartz

Executive Manager

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Randy Montrose
 

Regional Manager

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Stephanie Harlan
 

Regional Manager

Marc Rubin

District Manager

15+ CARRIER PARTNERSHIPS AND DOZENS OF PRODUCTS

SERVICES

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RESPECT

TREATING OTHERS THE WAY YOU WANT TO BE TREATED

THE AGENT PLATFORM :

Delivering Quality Prospects


The success of our agents is, and always will be, our chief concern. The one thing that stands in the way of most salespeople’s’ success is finding people who want and need their product. At Equis Financial we have eliminated that problem with our exclusive lead program.




Carrier Partnerships


Everyone wants to ensure that their family is protected and provided for, no matter what happens. At Equis Financial, we have partnered with the top life insurance companies to provide our agents with a comprehensive portfolio of Mortgage Protection, Final Expense, Living Benefits, and Indexed Universal Life insurance products. With these products, our agents are able to offer competitive rates at any level of coverage, and are able to build and maintain a diverse book of business.




Infrastructure


At Equis we believe in providing our agents with the best service possible. Our home office support staff tirelessly assists agents with any and all aspects of their career; from new business to leads to training, we are here to help. Chat in with our staff at anytime with the simple click of a button on our dedicated CRM platform!




Agent-Focused Technology


Equis Financial is dedicated to be the driving force of progressive technology in our industry today. Every update and feature is carefully crafted by our web developers to provide the agent with everything they need to succeed, and even some things they didn’t know they needed! Have a question, comment, concern, or idea for new Equis tech? Any agent can provide their thoughts through a dedicated Feedback tab on their Agent Dashboard. It is of the utmost importance to Equis that every agent has their voice heard in an effort to build a better company, culture, and agent experience.




State-of-the-Art Training


The success of our agents is measured by the strength of our training platform. With that in mind, The Agent’s Company has built, and continues to refine, what we sincerely believe to be the greatest educational platform in the insurance industry. All agents have immediate access to our groundbreaking Training Center platform, tailored exclusively by certified trainers and experienced field agents. This extensive training database includes online training videos, recorded conference calls, educational webinars, podcasts, online training courses, training documents, and more!